Mondaq Canada: Wealth Management
O'Sullivan Estate Lawyers LLP
But Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead.
WeirFoulds LLP
The Infrastructure for Jobs and Prosperity Act, 2015 ("IJPA") in section 6(2) sets out principles for the provincial government to regulate asset management planning for municipalities.
TaxChambers LLP
Vern Krishna of TaxChambers LLP discusses the use of offshore jurisdictions like Ireland and Barbados in an exclusive interview for CTV News titled "Why are tax haven loopholes so hard to close?".
O'Sullivan Estate Lawyers LLP
When a client dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which country's law should govern succession of the estate.
O'Sullivan Estate Lawyers LLP
ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...
Fasken
Fasken Martineau's Investment Products and Wealth Management team wishes to remind dealers and advisers registered under the Securities Act (Quebec) (the "registrants") that as of June 19, 2017...
O'Sullivan Estate Lawyers LLP
July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
Gardiner Roberts LLP
Canadians With International Assets
O'Sullivan Estate Lawyers LLP
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
Minden Gross LLP
Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
Miller Thomson LLP
In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix's daughter, despite advice from two separate lawyers.
Norton Rose Fulbright Canada LLP
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Crowe Soberman LLP
Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.
Collins Barrow National Incorporated
As the baby boom generation ages, the balance of young and old is shifting, resulting in a disproportionate number of seniors.
Norton Rose Fulbright Canada LLP
Do you own assets that are growing in value, such as shares in a privately held company, a portfolio of investments or land? If so, you may be able to arrange your affairs...
Norton Rose Fulbright Canada LLP
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Grant Thornton
No business owner is an island—particularly when you run a family business. In today's interconnected, hypercompetitive economic climate, it's essential to have a strong team of advisors behind you.
McLennan Ross LLP
Your will enables you to determine the beneficiaries of the property in your estate.
O'Sullivan Estate Lawyers LLP
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Most Popular Recent Articles
O'Sullivan Estate Lawyers LLP
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Rotfleisch & Samulovitch P.C.
When a taxpayer dies, subsection 70(5) of Canada's Income Tax Act deems that taxpayer to have sold each capital property at its fair market value immediately preceding the death.
Minden Gross LLP
The holiday season is officially here – and with it comes the desire give, give, give. So with that holiday spirit in mind, my gift to you is some last- minute, tax-planning tips to cut your tax bill for 2017.
Babin Bessner Spry LLP
It is increasingly common for Canadians to be living on their own as they enter retirement: it is a living arrangement that some plan for, while others do not.
Collins Barrow National Incorporated
Most people in the farm industry know they can sell qualifying farm property as a sole proprietor or partnership and use their lifetime capital gains exemption to avoid paying tax on the sale.
Babin Bessner Spry LLP
The Ontario Securities Commission ("OSC") recently released a research study on the investment habits of millennials, entitled "Missing Out: Millennials and the Markets" (the "Study").
Blaney McMurtry LLP
Business aviation plays a major role in the Canadian economy. In September, 2017, according to the Canadian Business Aviation Association...
O'Sullivan Estate Lawyers LLP
But Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead.
Gardiner Roberts LLP
The use of multiple wills in estate planning is not a new concept.
O'Sullivan Estate Lawyers LLP
This Special Advisory provides an overview of the new rules regarding the taxation of testamentary and life interest trusts effective January 1, 2016, and how they may affect existing trusts...
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